What was said
What this says
Current to 13 Oct 26Hamza Akhtar takes over connector set-up sessions from Laura. Tariq Saleem agrees a Tuesday session but corrects the notes: branch matching is agreed, the CRM side is not, because of a parent and child trade account mapping question.
Ask: Hamza introduced himself, summarised the notes and asked for a working session of about an hour and a half.
Customer view: Tariq accepts the plan but narrows it. He will not call the CRM matching settled until he has checked the load log, and he does not want to guess at the cause.
Next: Tariq will open the session with outstanding tickets, then go through the remaining sources in the order Hamza proposes.
The thread
Updated 9 Oct 26Messages
- Hamza Akhtar 25 Apr 2025 11:28Hi Tariq, I am Hamza, one of the implementation consultants at BG-Demo. I am working alongside Laura on your onboarding and I will be taking the connector set-up sessions from here, so you will see my name on the next few invitations. I have read through the notes from your recent calls. My understanding is that the branch system and CRM matching is agreed in principle, and that what remains is to confirm the order we bring in the rest of the sources and to check each one loads cleanly overnight. Could we book a working session early next week? I would suggest Monday or Tuesday, and about an hour and a half should do it. If there are open tickets you want covered first, tell me and I will add them to the agenda. If I have misread any of the notes, please correct me. I would rather hear it now. Thanks, Hamza Implementation Consultant, BG-Demo
- Tariq Saleem 28 Apr 2025 14:05Hi Hamza, Thanks for the introduction, and welcome. Laura mentioned you would be joining. Tomorrow afternoon works for me, so Tuesday. Monday is gone now, I am afraid, and I am in release meetings for most of it. Your reading of the notes is right in the main. One correction: the matching is agreed for the branch system, but I would not call the CRM side settled yet. There is a mapping question on how parent and child trade accounts are held, and I want to look at the load log before saying anything firm about it. I do not want to guess at the cause. I will open the session with the tickets we have outstanding, as that is how I usually run these. After that we can go through the remaining sources in whatever order you propose. Cheers, Tariq